Family & Estate Planning


How to Budget for a Wedding

I am frequently asked how much is okay to spend on a wedding. ...

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Are You Making This Dangerous Retirement Planning Mistake?

I am concerned that many of you are banking on a retirement strategy that...

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Tips to Keep Your Prescription Drug Costs Down

I am betting plenty of you have noticed the steep rise in prescription drug...

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How to “Spend” Your Tax Refund

Spring is a dangerous time of year for your financial security. I know so...

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The Most Important Tax Tip: File ASAP!

I know you probably can compile a very long list of things you’d rather...

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Take Care of Your Family’s Financial Fears

When it comes to ranking financial fears, worrying about how your family...

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Money Gifts to Kids: 3 Rules Every Parent Must Follow

As we are heading into the holiday season, I know plenty of kids will be...

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Open Enrollment Season: 4 MUST-DO's

Please don’t keep your health insurance on autopilot. I know it’s...

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Health Insurance: 3 Reasons You Should Pick the HSA Option

About half of large employers now offer a high-deductible health insurance...

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3 Rules for Doling Out Allowances

Parents, we have a problem. So many of you make a mess out of allowances....

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